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Tracking descriptions indicate the status of your firm’s projects and tasks (if your firm is licensed for the Project Management module) and to-do items (if your firm is licensed for the Staff Management module). Descriptions such as Not Started, In Process, and Completed help you follow the flow of projects, tasks, and to-do items through your office. You can create an unlimited number of tracking descriptions in Practice CS.
To set up tracking descriptions, follow these steps.
- From the Setup menu, choose Tracking Descriptions.
Note: This menu command is only available if you are licensed for the Project Management module and/or Staff Management module and have security permission to access tracking descriptions.
- Click the Add button.
- Enter a description from one to 30 alphanumeric characters in length.
Note: The tracking descriptions Cancelled, Completed, Not Started, and Started are required by the application and cannot be changed or deleted.
- Click the Enter button to save the tracking description.
Tracking descriptions are available from the Tracking drop-down list when you are creating or updating information for projects, tasks, or to-do items.